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Portfolio (Quarterly) Guide ↗

MBA Advisors LLC

· CIK 0001848704
13F Portfolio $297M AUM 166 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 73 Added 41 Reduced 3 Exited
Page 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLU SELECT SECTOR SPDR TR 9,118.0 $413K 0.14% +2K +25.4% $45.34 -6.1%
102 QTUM ETF SER SOLUTIONS 2,459.0 $407K 0.14% NEW $165.38 -12.6%
103 IWM ISHARES TR 1,332.0 $400K 0.14% $300.45 -3.3%
104 EOG EOG RES INC Energy 3,082.0 $400K 0.14% +308.0 +11.1% $129.73 +14.4%
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,717.0 $387K 0.13% +484.0 +7.8% $57.62 +16.1%
106 O REALTY INCOME CORP Real Estate 6,116.0 $379K 0.13% +92.0 +1.5% $61.96 -1.0%
107 XLE SELECT SECTOR SPDR TR 7,039.0 $374K 0.13% +1K +22.1% $53.11 +22.0%
108 DIS DISNEY WALT CO Communication Services 3,868.0 $372K 0.12% NEW $96.25 +10.4%
109 VB VANGUARD INDEX FDS 1,207.0 $366K 0.12% $303.12 -2.4%
110 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 27,659.0 $354K 0.12% $12.80 -6.1%
111 T AT&T INC Communication Services 16,886.0 $350K 0.12% +722.0 +4.5% $20.70 +25.7%
112 ABT ABBOTT LABORATORIES Healthcare 3,788.0 $344K 0.12% +715.0 +23.3% $90.74 +20.1%
113 PRF INVESCO EXCHANGE TRADED FD T 6,340.0 $343K 0.12% $54.03 +3.2%
114 IYY ISHARES TR 1,839.0 $335K 0.11% $182.25 +1.8%
115 GE GE AEROSPACE Industrials 892.0 $333K 0.11% -3K -77.0% $373.73 -11.4%
116 ARKF ARK ETF TR 8,296.0 $327K 0.11% +214.0 +2.6% $39.46 +13.9%
117 PH PARKER-HANNIFIN CORP Industrials 333.0 $326K 0.11% $977.68 -2.6%
118 HCA HCA HEALTHCARE INC Healthcare 797.0 $311K 0.10% NEW $389.89 +6.1%
119 MDT MEDTRONIC PLC Healthcare 3,956.0 $309K 0.10% -173.0 -4.2% $78.23 +17.7%
120 QUAL ISHARES TR 1,409.0 $309K 0.10% +40.0 +2.9% $219.43 +0.7%
Page 6 of 9  ·  166 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.2%
Technology 23.9%
Healthcare 11.5%
Communication Services 8.3%
Industrials 7.5%
Energy 7.3%
Consumer Defensive 7.0%
Consumer Cyclical 5.2%
Utilities 2.1%
Basic Materials 0.5%